Effective Date: July 30, 2026
Forge Advisory (“Forge,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, protect, and share information when you visit our website, contact us, or interact with us online.
This Privacy Policy applies to information collected through our website and general inquiry channels. Clients of Forge Advisory may receive additional privacy notices or disclosures as required by applicable law.
Information We Collect
We may collect information you provide directly to us, including:
Name
Email address
Phone number
Information included in messages, forms, or other communications you send to us
We may also collect limited technical information automatically when you visit our website, such as:
IP address
Browser type
Device information
Pages visited
Referral source
General website usage information
This information may be collected through website hosting tools, analytics tools, security tools, cookies, or similar technologies.
How We Use Information
We may use information we collect to:
Respond to inquiries
Determine whether Forge may be the right advisory relationship for a prospective client
Communicate with clients or prospective clients
Provide, improve, and maintain our website
Support business operations and compliance obligations
Protect against fraud, unauthorized access, or misuse
Comply with applicable legal, regulatory, or recordkeeping requirements
How We Share Information
Forge does not sell personal information.
We may share information only as reasonably necessary, including with:
Service providers that support our website, email, technology, client service, compliance, or business operations
Custodians, technology providers, or other third-party platforms used to support advisory services
Tax, legal, insurance, or other professionals when authorized by a client or prospective client
Regulators, government authorities, or law enforcement when required by law
Other parties when you direct us or authorize us to do so
Confidentiality and Security
Forge takes reasonable steps to protect personal information from unauthorized access, use, or disclosure. However, no website, email system, contact form, or electronic transmission method is completely secure.
Please do not send account numbers, Social Security numbers, passwords, or other sensitive personal information through the website contact form, email, LinkedIn, or other non-secure communication channels. Once a client relationship begins, Forge may use more secure systems for document sharing and communication.
Cookies and Website Analytics
Our website may use cookies or similar technologies to support website functionality, analytics, security, and user experience. You may be able to adjust your browser settings to refuse or limit cookies, but some website features may not function properly.
Third-Party Links
Our website may link to third-party websites, including LinkedIn, Calendly, Altruist, or other outside platforms. Forge is not responsible for the privacy practices, content, or security of third-party websites. Visitors should review the privacy policies of any third-party websites they choose to use.
Information Retention
Forge retains information for as long as reasonably necessary to respond to inquiries, maintain business records, provide services, satisfy regulatory obligations, resolve disputes, and comply with applicable law.
Children’s Privacy
Our website is not intended for children. We do not knowingly collect personal information from children through our website.
Updates to This Privacy Policy
Forge may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised effective date.
Contact
Questions about this Privacy Policy may be directed to:
Forge Advisory
dom@forgefa.com